Settings and activity

27 results found

1. We should be able to filter the approvals list to show just those which apply to us

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   Under Review  ·  1 comment  ·  Prepare » Approvals  ·  Delete…  ·  Admin →
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   Frederick Prevatt supported this idea  ·  Nov 15, 2024

2. Approvers to be able to view tracking categories

   3 votes

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   0 comments  ·  Prepare » Approvals  ·  Delete…  ·  Admin →
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   Frederick Prevatt supported this idea  ·  Nov 8, 2024

3. Filter by Project in Approvals

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   Under Review  ·  0 comments  ·  Prepare » Approvals  ·  Delete…  ·  Admin →
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   Frederick Prevatt supported this idea  ·  Nov 8, 2024

4. Bulk submit for approval

   4 votes

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   Under Review  ·  0 comments  ·  Prepare » Approvals  ·  Delete…  ·  Admin →
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   Frederick Prevatt supported this idea  ·  Nov 8, 2024

5. Sort Payment Methods

   19 votes

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   1 comment  ·  Prepare » Design  ·  Delete…  ·  Admin →
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   Frederick Prevatt supported this idea  ·  Nov 7, 2024

6. Payment Discounts

   3 votes

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   0 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   Frederick Prevatt supported this idea  ·  Nov 7, 2024

7. Personalized Payment list

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   0 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →
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   Frederick Prevatt supported this idea  ·  Nov 7, 2024

8. Better management of payment methods

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   1 comment  ·  Prepare » Other  ·  Delete…  ·  Admin →
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   Frederick Prevatt supported this idea  ·  Nov 7, 2024

9. Supplier statements via email

   25 votes

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   2 comments  ·  Prepare » Supplier Statements  ·  Delete…  ·  Admin →
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   Frederick Prevatt supported this idea  ·  Nov 5, 2024

10. Sort and Filter Supplier Statements Details

    2 votes

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    0 comments  ·  Prepare » Supplier Statements  ·  Delete…  ·  Admin →
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    Frederick Prevatt supported this idea  ·  Nov 5, 2024
    Frederick Prevatt shared this idea  ·  Aug 26, 2024

11. Reuseable Filter

    15 votes

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    3 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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    Frederick Prevatt supported this idea  ·  Nov 5, 2024

12. Bring Filter & Search Function to the Approvals section

    4 votes

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    Under Review  ·  2 comments  ·  Prepare » Approvals  ·  Delete…  ·  Admin →
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    Frederick Prevatt commented  ·  Nov 5, 2024  ·  Delete…

    Please add the ability to filter, search and manage columns on the Approvals tab. A sticky search/filter would also be great so you can have the same search when you switch tabs from the inbox, approvals, archives, etc.

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13. Approval process for new supplier

    4 votes

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    0 comments  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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    Frederick Prevatt supported this idea  ·  Nov 5, 2024

14. Supplier Approval

    2 votes

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    0 comments  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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    Frederick Prevatt supported this idea  ·  Nov 5, 2024

15. search in lists

    1 vote

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    0 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
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    Frederick Prevatt shared this idea  ·  Oct 4, 2024

16. Partner Invoices

    1 vote

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    0 comments  ·  Prepare » Practice Insights  ·  Delete…  ·  Admin →
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    Frederick Prevatt shared this idea  ·  Sep 4, 2024

17. Pay for bills and invoices within Dext Prepare

    7 votes

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18. Add Note to Supplier Statement Detail line

    2 votes

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    0 comments  ·  Prepare » Supplier Statements  ·  Delete…  ·  Admin →
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    Frederick Prevatt shared this idea  ·  Aug 26, 2024

19. Export supplier statement to excel

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    0 comments  ·  Prepare » Supplier Statements  ·  Delete…  ·  Admin →
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    Frederick Prevatt shared this idea  ·  Aug 26, 2024

20. Match Credit Note items to their corresponding invoices published to QBO.

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    0 comments  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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    Frederick Prevatt supported this idea  ·  Aug 21, 2024